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At Cox Advisors, LLC, our sole focus is YOU.

About Our Firm

Cox Advisors' mission is to help and serve people near or in retirement. Our primary focus is being able to provide comprehensive retirement plans for our clients.

Cox Advisors, LLC serves Arizona’s East Valley and offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, IRA and 401(k) rollovers, trusts, charitable giving strategies and tax planning.

Paul Cox | Founder

As the developer of The Core Review process, Paul utilizes this straightforward approach for assessing the impact of any major financial decisions — most specifically in the areas of income, tax and risk exposure. His areas of strength include retirement planning, investment planning, tax analysis, estate and legacy planning, real estate sales, income planning, 401(k) rollovers and retirement account distribution.


Jenni Lamb | Director of Operations

Jenni lamb is the Director of Operations at Cox Advisors. She has a unique gift of working with all of our clients and families making sure they have a great experience with Cox Advisors. She is in charge of running the day to day operations at the firm.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@coxadvisors.com or call us at 480-264-5170 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Complimentary Guide
"10 Things to Know About
Retirement Income”

Discover 10 things you should consider in creating your retirement strategy.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Cox Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Cox Advisors, LLC a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Paul Cox. Cox Advisors, LLC and Paul Cox are affiliated. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.